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Osaic Wealth, Inc. CRD 23131
$235B regulatory AUM 56,660 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-21 |
| MN | RA | APPROVED | 2024-10-24 |
| FL | RA | APPROVED | 2023-11-03 |
| NJ | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
Branch Locations
1300 Route 73 Suite 110, Mount Laurel, NJ 08054 • United States
1300 Rte 73 Suite 110, Mount Laurel, NJ 08054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-01 |
| FL | RA | APPROVED | 2017-03-10 |
| PA | RA | APPROVED | 2017-02-10 |
| NJ | RA | APPROVED | 2016-12-14 |
Branch Locations
1300 Rte 73 Suite 110, Mount Laurel, NJ 08054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp | Atlanta | GA | 05/2015 | 11/2023 |
| Strategic Financial Advisors Corporation | Marlton | NJ | 09/2016 | Present |
| Strategic Financial Advisors Corporation | Marlton | NJ | 02/2017 | Present |
| Osaic Wealth, Inc. | Mount Laurel | NJ | 11/2023 | Present |
1) ANDREW N. LEITHE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2017 ADDRESS: 1300 Rte 73, Suite 110, Mt Laurel NJ 08054, United States DESCRIPTION: Sales of life insurance, long term care, disability, & fixed annuity business 2) STRATEGIC FINANCIAL SERVICES CORPORATION POSITION: CEO and President NATURE: S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2019 ADDRESS: 1300 Rte 73, Suite 110, Mt Laurel NJ 08054, United States DESCRIPTION: This entity provides office support, secretarial services, office space and related services which assist Andrew Leithe in the processing of financial products through Osaic Wealth Inc. All actual sales, purchases and financial transactions are performed by Andrew Leithe in accordance with the various securities and insurance licenses issued to him as a sole proprietor.. 3) STRATEGIC FINANCIAL ADVISORS CORPORATION POSITION: CEO and President NATURE: S-Corporation and registered investment advisor INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2019 ADDRESS: 1300 Rte 73, Suite 110, Mt Laurel NJ 08054, United States DESCRIPTION: Strategic Financial Advisors Corporation is a financial planning entity that charges a flat fee for financial planning. Therefore, we develop and monitor financial plans on an ongoing basis. 4) STRATEGIC FINANCIAL, LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2020 ADDRESS: 3 Bingham Hill Circle, Rusmon NJ 07760, United States DESCRIPTION: Review and execute office lease. 5) STRATEGIC FINANCIAL-DBA NAME POSITION: CEO NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/26/2022 ADDRESS: 1300 Route 73, Suite 110, MT. Laurel NJ 08054, United States DESCRIPTION: This is an OBA submission for a dba name Strategic Financial 6) RUMSON PTO POSITION: Co-Treasurer NATURE: I am the co-treasurer of the Rumson PTO. I have communicated to the president that I cannot have check writing authority. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/23/2025 ADDRESS: c/o Forrestdale School, 60 Forrest Ave, Rumson NJ 07760, United States DESCRIPTION: I am the co-treasurer of the Rumson PTO. I have communicated to the president that I cannot have check writing authority. 7) DREAM TEAM PH POSITION: CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 1300 Rte 73, Suite 110, Mt Laurel NJ 08054, United States DESCRIPTION: This entity will invest in public and private business entities and will negotiate the employment of family members.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-14 |
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